RISK MANAGEMENT

TAX STRATEGIES

We work with your CPA and investment managers to execute year-end tax planning and harvest portfolio losses/gains to minimize your current tax bill.

EDUCATION

We train the next generation to handle the risks and responsibilities of significant wealth.

WEALTH TRANSFER

We work with trust and estate planning attorneys to create an optimized strategy to facilitate the transfer of wealth to the next, and in some cases, multiple generations.

ASSET PROTECTION

We work with qualified attorneys and trust companies located in asset protection jurisdictions to protect your family’s assets from creditors and maintain separate property status of inherited assets from divorce.

SUDDENLY SINGLE

We work with women who are facing the challenges of being suddenly single.

Cornerstone is a multi-family office that functions like your family business CFO. If you draw up the org chart of your family’s multiple business relationships and it looks like a spider web of direct reports, you’re running on a treadmill while someone else keeps turning up the speed. By inserting a CFO into the family business structure, you have only one direct report, Cornerstone Family Office

Sean Barrett

Co Founder

Contact Cornerstone Family Office

CORNERSTONE FAMILY OFFICE

Let us put our team to work for you, to organize and simplify your decision-making process and free you up from day-to-day administrative tasks to enjoy the wealth you worked so hard to create.